|
2951
|
Te Ahumairangi Investment Management
Wellington,
New Zealand
|
$564M
|
+$43.7M
|
+8%
|
7.28%
|
55.2%
|
86
|
3.49%
|
|
|
2952
|
Affinity Wealth Management
Wilmington,
Delaware
|
$564M
|
+$15.7M
|
+3%
|
5.66%
|
116%
|
110
|
15.45%
|
|
|
2953
|
Capital Management
Glen Allen,
Virginia
|
$563M
|
+$63.8M
|
+13%
|
11.7%
|
52.5%
|
80
|
7.5%
|
|
|
2954
|
Advisory Research
Chicago,
Illinois
|
$563M
|
+$31.3M
|
+6%
|
10.3%
|
123%
|
167
|
10.78%
|
|
|
2955
|
Warberg Asset Management
Winnetka,
Illinois
|
$562M
|
-$96.3M
|
-15%
|
0.04%
|
49.8%
|
270
|
40.74%
|
|
|
2956
|
|
$562M
|
+$63.9M
|
+13%
|
4.81%
|
95.1%
|
244
|
13.93%
|
|
|
2957
|
Embree Financial Group
Chicago,
Illinois
|
$561M
|
+$41M
|
+8%
|
5.81%
|
–
|
203
|
13.3%
|
|
|
2958
|
Montanaro Asset Management
London,
United Kingdom
|
$561M
|
+$24.7M
|
+5%
|
7.06%
|
37.4%
|
48
|
6.25%
|
|
|
2959
|
Trybe Capital Management
Greenwich,
Connecticut
|
$561M
|
+$1.65M
|
+0.3%
|
0.69%
|
327%
|
15
|
20%
|
|
|
2960
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$560M
|
+$48.3M
|
+9%
|
7.21%
|
64.8%
|
115
|
25.22%
|
|
|
2961
|
Abacus Planning Group
Columbia,
South Carolina
|
$560M
|
+$43.9M
|
+9%
|
7.18%
|
59.1%
|
236
|
15.68%
|
|
|
2962
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$559M
|
+$88.3M
|
+19%
|
9.39%
|
141%
|
207
|
23.67%
|
|
|
2963
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$559M
|
+$42.2M
|
+8%
|
3.87%
|
76.4%
|
147
|
6.12%
|
|
|
2964
|
PAX Financial Group
San Antonio,
Texas
|
$558M
|
+$45.5M
|
+9%
|
6.13%
|
42.5%
|
255
|
21.57%
|
|
|
2965
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$557M
|
+$39.1M
|
+8%
|
5.57%
|
46.8%
|
133
|
10.53%
|
|
|
2966
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$557M
|
+$33.7M
|
+6%
|
5.71%
|
55.1%
|
162
|
11.73%
|
|
|
2967
|
Sky Investment Group
Hartford,
Connecticut
|
$557M
|
+$34.1M
|
+7%
|
7.07%
|
68%
|
141
|
5.67%
|
|
|
2968
|
Sargent Investment Group
Bethesda,
Maryland
|
$557M
|
+$66.4M
|
+14%
|
10.7%
|
105%
|
228
|
8.77%
|
|
|
2969
|
Evolution Wealth Advisors
Aventura,
Florida
|
$556M
|
+$43.2M
|
+8%
|
4.96%
|
84.5%
|
149
|
18.79%
|
|
|
2970
|
Mirador Capital Partners
Pleasanton,
California
|
$556M
|
+$24.1M
|
+5%
|
4.96%
|
102%
|
202
|
10.89%
|
|
|
2971
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$555M
|
+$51.7M
|
+10%
|
6.6%
|
20%
|
305
|
26.23%
|
|
|
2972
|
Physician Wealth Advisors
Midvale,
Utah
|
$554M
|
+$11.5M
|
+2%
|
6.01%
|
71.3%
|
189
|
6.88%
|
|
|
2973
|
Leelyn Smith
Geneva,
Illinois
|
$554M
|
+$36.7M
|
+7%
|
6.6%
|
77.3%
|
133
|
15.04%
|
|
|
2974
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$554M
|
-$120M
|
-18%
|
6.42%
|
79%
|
1,183
|
39.31%
|
|
|
2975
|
Grace & White Inc
Ny,
New York
|
$554M
|
+$21.2M
|
+4%
|
5.4%
|
61.5%
|
138
|
5.8%
|
|